Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTLPP (Necessity Retail REIT Inc Preferred Series A) | NA | -9.04% | 1.80% | NA | NA | NA | NA | … | … |
Data as of 09/14/2023, Common starting date is 03/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTLPP (Necessity Retail REIT Inc Preferred Series A) | 03/22/2019 | 09/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.92 | -9.04 | 1.80 | NA | NA | NA | NA | … | … | -3.35 | -25.38 | 6.25 | 1.35 | 3.23 |
| Sharpe Ratio | NA | -0.88 | -0.43 | NA | NA | NA | NA | … | … | -0.39 | -1.38 | 0.58 | 0.02 | 0.42 |
| Standard Deviation(%) | NA | 23.41 | 17.39 | NA | NA | NA | NA | … | … | 23.20 | 19.51 | 10.68 | 66.13 | 6.72 |
| Draw Down(%) | NA | 22.04 | 31.57 | NA | NA | NA | NA | … | … | 22.04 | 29.90 | 6.47 | 57.50 | 2.87 |
| Yield(%) | 0.00 | 7.95 | 7.95 | 6.54 | 3.27 | 2.18 | 1.64 | … | … | 6.78 | 6.96 | 7.43 | 7.49 | 3.96 |
Data as of 09/14/2023, Common starting date is 03/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTLPP (Necessity Retail REIT Inc Preferred Series A) |
-0.08%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTLPP (Necessity Retail REIT Inc Preferred Series A) |
14.40%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart